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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
QuickBooks Online’s report builder has significant limitations when filtering by custom fields – many custom fields don’t appear as filter options, and complex filtering logic is impossible. This gap prevents businesses from leveraging their custom data effectively.
Here’s how to access and filter by all your custom fields with advanced logic combinations.
Filter by all custom fields using Coefficient
Coefficient provides comprehensive custom field filtering through its “From Objects & Fields” import method. You can access ALL custom fields from any QuickBooks object, apply complex filters using AND/OR logic combinations, and create dynamic filters based on dates, numbers, text, or Boolean values.
How to make it work
Step 1. Import data using “From Objects & Fields” method.
Select the QuickBooks object you want to analyze (Customer, Invoice, etc.). This method exposes all standard and custom fields that aren’t available in native QuickBooks reports.
Step 2. Add filters for your custom fields.
In the import settings, add filters for any custom fields you’ve created. You can filter by custom “Customer Segment,” “Account Manager,” “Sales Region,” or any other custom fields you’ve defined in QuickBooks .
Step 3. Create complex filter combinations.
Use AND/OR logic to combine multiple custom field filters. For example, filter for Customer Type = “Premium” AND Custom Sales Region = “West” AND Last Purchase Date within the last 90 days.
Step 4. Set up dynamic date filters for rolling periods.
Create filters that automatically adjust based on current date. Use dynamic date-logic filters for custom date fields like “Contract Renewal Date” or “Last Contact Date” to maintain relevant datasets.
Step 5. Save filter configurations for reuse.
Save your custom field filter combinations as reusable import configurations. This allows you to quickly generate the same filtered reports with updated data.
Step 6. Apply additional spreadsheet filtering for advanced analysis.
Once data is imported, use spreadsheet filtering and pivot tables for even more sophisticated analysis of your custom field data.
Transform custom fields into powerful segmentation tools
Comprehensive custom field filtering turns your custom data from static information into powerful tools for business analysis and segmentation. Start leveraging all your custom fields for deeper insights.
